Professional Services

• Streamlined Project Lifecycle: Manage projects from initiation to closure, with tools for creating and tracking tasks, setting milestones, and ensuring on-time delivery.

• Automated Workflows: Automate repetitive tasks like project approvals, resource allocation, and progress updates, freeing up valuable time for strategic work.
• Integrated Budgeting & Cost Control: Set realistic budgets, track expenses in real-time, identify potential overruns, and maintain project profitability.
• Collaboration Tools: Facilitate seamless collaboration between team members and clients through built-in chat, document sharing, and task management functionalities.

Skills Management: Maintain a comprehensive skills database for your employees, allowing for optimal resource allocation based on project requirements and expertise.

Time & Expense Tracking: Empower employees to easily track their time and expenses against projects, ensuring accurate billing and cost control.

Capacity Planning: Gain real-time insights into team capacity and workload to avoid overallocation and ensure efficient resource utilization.

Unified Client Management: Consolidate all client information and communication within a single platform for a holistic view of client relationships.

Service Delivery Management: Effectively manage service delivery schedules, contracts, and client expectations through centralized tools.

Flexible Billing Options: Handle various billing scenarios with ease, including hourly rates, fixed fees, value-based pricing, and retainer agreements.

Client Portal: Provide clients with a self-service portal to access project updates, track progress, and submit requests.

Customizable Dashboards: Access real-time dashboards that provide insights into project performance, resource utilization, financial health, and key performance indicators (KPIs).

Data-Driven Decision Making: Leverage rich data and reports to identify areas for improvement in project delivery, resource allocation, and pricing strategies.

Improved Forecasting Accuracy: Use historical data and trends to improve forecasting accuracy for project timelines, budgets, and revenue.

Seamless CRM Integration: Dynamics 365 integrates seamlessly with Dynamics 365 Customer Relationship Management (CRM) for a unified view of your clients and interactions.

Enhanced Security & Compliance: Benefit from robust security features and industry-compliant data storage to ensure client information and project data remain secure.

Scalability & Flexibility: The cloud-based solution scales to meet the needs of growing businesses and allows for customization to fit specific industry requirements.